Benefit from the Experience of a Financial Advisor
from Fidelity
Advisor
(Atlantic Financial is proud that our clients can purchase Fidelity
funds, we are not affiliated with Fidelity Advisor and this does not
imply an endorsement from them)
Fidelity encourages investors to take a long-term view when they invest
with us. By looking down the road, many people realize that they don't have
the experience, time, training or patience to make informed investment
decisions alone. That's where the value of a financial advisor can really
make a difference. A qualified financial advisor:
takes the time to understand your goals and investment needs
has the experience to help you develop financial strategies to match
your specific situation
can help you determine the best way for you to allocate your assets
can offer additional assistance during volatile market periods
will discuss specific investments or investment strategies to help
meet your goals
has experience in financial services, securities licenses and
specialized training
has access to specialized research on various types of securities
spends time tracking potential investments that may be appropriate
for your financial strategies
What Services to Expect from Your Financial Advisor
A financial advisor should take the time to get to know you, your
financial situation, your financial goals and your risk tolerance. When
searching for an advisor, you should expect to receive some or all of these
services:
Personal attention - Your advisor will take the time to go
through a full interview with you, asking questions to get to know
your entire financial situation, your risk tolerance and your goals.
Help developing an asset allocation strategy - Once you've
worked with your advisor to determine your risk tolerance, he or she
can help you determine how to allocate your money based on a mix of
asset classes with varying degrees of risk that fit your time
horizon and comfort level.
Advice1 on specific investments that match your goals
- When you're comfortable with your financial strategy and
determined an appropriate asset allocation, your advisor will then
make recommendations on the types of mutual funds and securities
that will best meet your needs. Your advisor should be able to
provide research supporting his or her recommendations.
Answers to your financial questions - If the markets become
volatile, your financial advisor should be available to help you
understand the reasons behind the instability. If you hear of an
interesting investment opportunity, your advisor has the ability to
research and investigate these opportunities and to help you decide
if they fit into your overall plan.
Proactive management of your account - Your advisor can also
bring investment opportunities to your attention, based on detailed
knowledge of your financial strategy and goals. Your advisor can
help you manage your expectations by explaining the potential
rewards and risks of any investment.
Ongoing, regular check-ups - Your advisor should call on a
regular basis to see if your financial situation has changed. If
you've gotten married, switched jobs, had a child or purchased a
home, your financial strategy may need to be adjusted to account for
these changes. At least once a year, your advisor should review your
account with you and help you make any adjustments necessary to
ensure your strategy continues to meet your situation and goals.
Atlantic Financial can
also work with a number of money management services.
If you would
like us to answer any question you may have please complete our
contact form.
Financial
Planning
Massachusetts Financial Advisor
Consulting Services
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